17 Aug
|
Franklin Templeton
|
Hyderabad
17 Aug
Franklin Templeton
Hyderabad
At Franklin Templeton, we believe success is built through powerful
partnerships. As a forward‑thinking asset manager, we build dynamic
relationships with clients, understand their goals, and navigate complex markets
together. We leverage cutting‑edge strategies and deep insights to unlock
opportunities for long‑term wealth creation. Our talented, global teams bring
expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse
business, we offer opportunities not only to help you reach your potential, but
also to contribute to our clients’ success.
About the Department:
The FTS New Business Services team supports account onboarding, governance, and
lifecycle events for institutional and separately managed accounts. The team
partners closely with sales, portfolio management, trading, performance, client
services, and global operations to ensure accurate account setup, robust
controls, and consistent client service. This is a process-driven, collaborative
environment offering exposure to global investment operations and institutional
clients.
HOW WILL YOU ADD VALUE?
Core Responsibilities:
* You will support account openings, closings, mergers, and custodian
conversions.
* You will process in‑kind transfers and account lifecycle events.
* You will review Investment Management Agreements and Service Level
Agreements.
* You will prepare and validate internal account setup documentation.
* You will coordinate asset funding, withdrawals, and reconciliations.
* You will hand off accounts to operations and investment accounting teams.
* You will maintain account data, workflows, and department databases.
Projects & Continuous Improvement:
* You will participate in global initiatives and system testing.
* You will support onboarding and client or custodian meetings.
* You will contribute to cross-training and procedure documentation.
WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE?
Experience, Education
📌 FTS PANBS Specialist (Hyderabad)
🏢 Franklin Templeton
📍 Hyderabad